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MGO One Seven’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

MGO One Seven’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Sell
11,422
-1,028
-8% -$88.6K 0.02% 692
2026
Q1 		$946K Sell
12,450
-261
-2% -$20.1K 0.02% 685
2025
Q4 		$915K Buy
12,711
+264
+2% +$19.2K 0.02% 665
2025
Q3 		$916K Buy
12,447
+732
+6% +$51.7K 0.02% 616
2025
Q2 		$797K Buy
11,715
+2,495
+27% +$159K 0.03% 566
2025
Q1 		$579K Buy
9,220
+4,053
+78% +$267K 0.02% 586
2024
Q4 		$342K Buy
5,167
+1,795
+53% +$123K 0.01% 787
2024
Q3 		$223K Buy
+3,372
New +$215K 0.01% 903

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MGO One Seven's XSMO Position: Q2 2026 in Review

MGO One Seven reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 8.3% in Q2 2026, selling an estimated $88.6K and leaving 11,422 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #692.

MGO One Seven first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • MGO One Seven held 11,422 shares of Invesco S&P SmallCap Momentum ETF worth $1.07M as of Q2 2026.
  • MGO One Seven sold 1,028 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $88.6K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #692 holding.
  • MGO One Seven first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.